Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stratton is a financial advisor who has been working in the industry since 1995. Peter is a registered representative with TIAA-CREF Individual & Institutional Services, LLC and is licensed in 51 states. Peter has previously worked with PACIFIC SELECT DISTRIBUTORS, INC., JANNEY MONTGOMERY SCOTT LLC, and HORNOR, TOWNSEND & KENT, INC. Peter holds a Series 6, Series 7, Series 63, and Series 65 licenses and has passed the SIE exam. Peter specializes in financial planning, selection of other advisors, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
10/11/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (COLLEGEVILLE PA)
NJ
02/18/2011 - 08/02/2012
PACIFIC SELECT DISTRIBUTORS, INC. (PARSIPPANY NJ)
PA
01/04/2010 - 10/22/2010
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
01/23/1995 - 01/22/2010
HORNOR, TOWNSEND & KENT, INC. (COLLEGEVILLE PA)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Stratton is the right advisor for you? Invested Better is here to help.
